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FP&A / Planning Agent
ATLAS
01
Roles
The AI FP&A & Planning Agent is a senior-grade digital finance partner designed to run planning, budgeting, and forecasting cycles end-to-end. It gathers inputs from all business functions, validates assumptions, consolidates multi-entity budgets, and produces integrated P&L, balance sheet, and cashflow forecasts.
By automating planning workflows and scenario modeling, it frees FP&A teams from manual consolidation so they can focus on strategic insights and decision support.
02
Core Capabilities
Budget & forecast preparation
Cross-functional input collection
Scenario & sensitivity analysis
Integrated financial statements
Management & board planning packs
03
Key Benefits
60–75% reduction in planning cycle time
30–50% improvement in forecast accuracy
Faster scenario-driven decisions
Data Storytelling Agent
ORION
01
Roles
The AI Data Storytelling Agent transforms financial, operational, and market data into clear, compelling business narratives. Trained in the art and science of data storytelling, it builds insight-led dashboards, executive storyboards, and CFO/Board-ready narratives — all inside AITHENTIC’s native analytics UI.
It ensures every chart answers “So what?” and every story leads to action.
02
Core Capabilities
Descriptive, diagnostic, predictive & prescriptive analytics
Insight-driven narratives & story arcs
Native dashboard & storyboard generation
Executive summaries & action recommendations
03
Key Benefits
70% faster insight generation
2–3x improvement in executive clarity
Zero dependency on Power BI or external tools
Cashflow Forecasting Agent
NEXUS
01
Roles
The AI Cashflow Forecasting Agent continuously predicts short-, medium-, and long-term cash positions using ERP data, operational drivers, and external market signals. It identifies liquidity risks early, simulates scenarios, and recommends corrective actions to protect cash runway and working capital.
02
Core Capabilities
Rolling cashflow forecasts
Scenario & stress testing
Working capital optimization
Liquidity risk alerts
Cash driver analytics
03
Key Benefits
40–60% improvement in cash visibility
Early warning on liquidity risks
Better treasury & funding decisions
Month-End Close Agent
CLARUS
01
Roles
The AI Month-End Close Agent accelerates financial close by automating reconciliations, detecting anomalies, suggesting journals, and coordinating close activities across finance teams. It ensures accuracy, auditability, and speed — without compromising controls.
02
Core Capabilities
Bank, AP, AR & intercompany reconciliations
Anomaly & exception detection
Journal entry suggestions
Close task orchestration
Audit-ready close packs
03
Key Benefits
50–70% faster month-end close
Fewer post-close adjustments
Improved audit readiness
Accounts Payable (AP) Agent
PULSE
01
Roles
The AI Accounts Payable Agent automates the invoice-to-pay lifecycle — from invoice ingestion and 3-way matching to posting and payment proposals. It reduces errors, prevents fraud, and ensures policy-compliant vendor payments.
02
Core Capabilities
Invoice OCR & data extraction
2-way / 3-way matching
Duplicate & fraud detection
ERP posting & payment proposals
AP analytics & insights
03
Key Benefits
70% reduction in manual AP effort
Lower payment errors & leakages
Faster invoice processing cycles
Accounts Receivable & Credit Control Agent
VEGA
01
Roles
The AI AR & Credit Control Agent manages the order-to-cash cycle by monitoring receivables, predicting payment delays, automating collections, and scoring customer credit risk. It helps organizations improve cash inflows while maintaining strong customer relationships.
02
Core Capabilities
AR aging & DSO analytics
Customer credit risk scoring
Automated collections & follow-ups
Dispute detection & routing
Cash-in forecasting
03
Key Benefits
20–40% improvement in collections efficiency
Lower bad debt risk
Faster cash conversion
Document Management & Data Entry Agent
LEX
01
Roles
The AI Document Management Agent converts unstructured documents into structured, ERP-ready data. It classifies, extracts, validates, and routes finance documents across AP, AR, tax, and audit workflows — eliminating manual data entry.
02
Core Capabilities
Document classification & OCR
Structured data extraction
ERP master & transaction data entry
Semantic document search
Document lifecycle tracking
03
Key Benefits
80–90% reduction in manual data entry
Faster document turnaround
Improved data accuracy & traceability
Tax & Compliance Agent
TITAN
01
Roles
The AI Tax & Compliance Agent automates tax determination, reconciliation, and statutory reporting across VAT, WHT, corporate tax, and local regulations. It continuously monitors compliance risks and prepares audit-ready tax documentation.
02
Core Capabilities
Tax determination & validation
VAT/WHT reconciliation
Statutory return preparation
Compliance monitoring & alerts
Tax analytics & exposure tracking
03
Key Benefits
Reduced compliance risk
Faster tax close & filings
Improved tax transparency
Treasury & Risk Agent
AEGIS
01
Roles
The AI Treasury & Risk Agent optimizes liquidity, manages FX and interest rate risk, and supports funding and investment decisions. It provides real-time visibility into cash, exposures, and financial risk across the enterprise.
02
Core Capabilities
Cash & liquidity management
FX & interest rate risk analysis
Hedging recommendations
Debt maturity & covenant tracking
Treasury dashboards
03
Key Benefits
Stronger liquidity control
Reduced financial risk exposure
Smarter funding decisions
Audit & Anomaly Detection Agent
SENTINEL
01
Roles
The AI Audit & Anomaly Detection Agent provides continuous financial controls monitoring. It detects unusual transactions, policy violations, and potential fraud — strengthening governance and internal audit effectiveness.
02
Core Capabilities
Continuous transaction monitoring
Anomaly & fraud detection
Segregation of duties checks
Audit trail analysis
Investigation-ready reports
03
Key Benefits
Early fraud detection
Stronger internal controls
Reduced audit effort
Financial Modelling Agent (M&A, Feasibility, Valuation)
STRATEGOS
01
Roles
The AI Financial Modelling Agent builds sophisticated financial models for mergers & acquisitions, investment feasibility, buy-vs-build decisions, and business valuations. It accelerates deal analysis and improves investment decision quality.
02
Core Capabilities
M&A & feasibility modeling
DCF & comparable valuations
Scenario & sensitivity analysis
Investment memos & board packs
03
Key Benefits
50–60% faster deal analysis
More robust valuation insights
Better capital allocation decisions
